Evermay Wealth Management LLC

SEC CIK: 0001066816
Latest filing: Jul 27, 2026

SEC filings (opens in a new tab)

DEO holding history

Diageo PLC in every 13F filed by Evermay Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

DEO overview All 13F holders of DEO Full Q2 2026 holdings

Shares (Q4 2024): 0; Sold out in Q4 2024
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q1 2024

Holdings of DEO by Evermay Wealth Management LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q4 2024	0	$0	0.0%	−32−100.0%	Sold out	Holders
Q3 2024	32	$4.49K	<0.1%	00.0%	Unchanged	Holders
Q2 2024	32	$4.04K	<0.1%	−280−89.7%	Reduced	Holders
Q1 2024	312	$46.4K	<0.1%	+312	New	Holders